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Pastimes : The Naked Truth - Big Kahuna a Myth
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To: John Pitera who wrote (85555)2/16/2001 1:15:12 PM
From: pater tenebrarum  Read Replies (4) of 86076
 
John, the mindless rotation which everybody has gotten used to over the past two years is imo close to ending.
however, energy and the metals remain sectors worth betting on imo...

i'd avoid the banks like the plague...bank reserve to asset ratios and loan loss reserve to asset ratios all hit multi year lows late last year. at exactly the wrong moment...bank earnings are set to continue to disappoint, as these ratios are brought back into line.
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